|
|
| 41.59 Net Asset Value | +0.27% 1 Day | +34.42% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 0.97% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +2.41% | 3 years | +15.32% | |
| 3 months | +8.22% | 5 years | +17.37% | |
| 1 year | +36.72% | Since inception | +7.03% |
| DRGVX | Category | |
|---|---|---|
| Performance 5-yr return | +17.37% | +9.29% |
| Expense ratio | 0.97% | 1.16% |
| Risk 5 year sharpe ratio | 0.96 | 1.05 |
| Net assets | $1.6B | $3.1B |
| Average market cap | $48.7B | $91.0B |
| Average P/E | 16.0 | 16.7 |
| Portfolio turnover | 76% | 76% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Dreyfus |
| Fund manager & tenure | Brian Ferguson / 12 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $750.00 |
| U.S. stock | 95.99% |
| International stock | 3.65% |
| Cash | 0.37% |
| Fixed income | 0.00% |
| Other | 0.00% |
| Financial service | 25.64% |
| Energy | 16.70% |
| Industrial materials | 12.56% |
| Healthcare | 11.46% |
| Consumer goods | 11.18% |
| OXY Occidental Petroleum Corporation | 4.61% |
| PFE Pfizer Inc | 4.08% |
| CSCO Cisco Systems Inc | 3.06% |
| JPM JPMorgan Chase & Co | 2.98% |
| C Citigroup Inc | 2.44% |
| GE General Electric Co | 2.42% |
| TXN Texas Instruments, Inc. | 2.28% |
| BAC Bank of America Corporation | 2.19% |
| WFC Wells Fargo & Co | 2.15% |
| DIS Walt Disney Co | 2.02% |
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